Estate Planning Mom

Call Directions Website Contact the practice

Estate Planning Mom Estate Planning Attorneys focusing on educating and planning for parents with minor children. We help parents put a plan in place to protect their children.

Offices in Ventura, Westlake Village, Santa Clarita & Virtually throughout California.

10/11/2026

🏡 Ventura, it's time to make a plan for the people you love most.

Join us for one of our upcoming FREE Estate Planning Workshops and learn how to protect your family, avoid probate, and gain peace of mind about the future.

✅ Learn the difference between a will and a trust
✅ Discover how to help your loved ones avoid probate
✅ Get answers to your estate planning questions
✅ Receive a FREE Estate Planning Guide
✅ Enjoy exclusive attendee-only discounts

📍 The Heritance Lawyers
1363 Donlon St., Suite 8
Ventura, CA 93003

📅 Tuesday, October 13th at 6:00 PM
📅 Friday, October 16th at 12:00 PM

Whether you're just getting started or have been putting estate planning off for years, this workshop is designed to help you take the first step. 💙

📩 Comment "VENTURA" below and we'll send you the registration link.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

Sending your child off to college is such an exciting milestone! 🎓💛They’re starting a new chapter, gaining independence,...
10/09/2026

Sending your child off to college is such an exciting milestone! 🎓💛

They’re starting a new chapter, gaining independence, and creating experiences of their own. But with that independence also comes the importance of being prepared for the unexpected.

In 2024, 752 teen drivers ages 15–18 died in crashes in the U.S. Accidents and injuries can happen, and once your child turns 18, you may no longer automatically have the legal authority to make important medical or financial decisions for them.

You can't predict every situation, but you can prepare for it.

That’s why planning before your child leaves for college is so important.

💬 COMMENT “ADULT CHILD” and we’ll send you the link to our College Safeguard System, plus a special discount to help you get started.

Source: National Highway Traffic Safety Administration (NHTSA), 2024 data.

✨ The Heritance Lawyers, formerly Hermance Law. Licensed to practice law in California. Please speak with an attorney in your state. ✨

If you're raising children while also helping care for aging parents, you know it's a lot. You're managing school schedu...
10/07/2026

If you're raising children while also helping care for aging parents, you know it's a lot. You're managing school schedules, doctor appointments, finances, and everyone else's needs, often putting your own needs last.

The Sandwich Generation now includes 1 in 4 adults, and for many, caregiving feels like a second full-time job. Yet so many people feel like nobody sees the mental load they're carrying. 💙

The good news? You don't have to do it alone.

Estate planning can help bring clarity to your family's future by making sure the right people can step in when needed, important decisions are documented, and everyone you're caring for is better protected.

✅ Protect your children
✅ Plan for aging parents
✅ Reduce uncertainty during emergencies
✅ Create peace of mind for the people you love

If this sounds like your life right now, we see you. 💙

📩 Comment "GENERATION" and we'll send you the registration link for our FREE Sandwich Generation Webinar.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

10/06/2026

💙 As a mom and an Estate Planning Attorney, I have a few estate planning non-negotiables.

There are a few things I would never do:

❌ Never assume a will avoids probate.
Many families are surprised to learn that a will often still goes through the probate process.

❌ Never create a trust and forget to fund it.
A trust can only protect the assets that are actually transferred into it.

❌ Never create an estate plan and never look at it again.
Life changes. Marriages, divorces, births, deaths, new homes, and new assets can all impact your plan.

The truth is, estate planning isn't a "set it and forget it" task. It's an ongoing way to protect the people you love and the legacy you're building. 💙

✅ Review your plan regularly
✅ Make sure your trust is funded
✅ Confirm your beneficiaries are up to date
✅ Ensure your plan still reflects your wishes

📩 Comment "PLAN" and one of our estate planning experts will reach out to schedule your FREE consultation.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

🏡 Many people are surprised to learn that putting your home into a trust doesn't mean you lose ownership of it.A revocab...
10/05/2026

🏡 Many people are surprised to learn that putting your home into a trust doesn't mean you lose ownership of it.

A revocable living trust is designed to help you maintain control of your assets during your lifetime while making things easier for your loved ones in the future.

✅ You can still live in your home
✅ You can still sell it
✅ You can still refinance it when appropriate
✅ You remain in control of your property

Think of a trust as a tool that helps organize your estate and streamline the transfer of assets, not something that takes your home away from you.

💙 The key is making sure your trust is properly set up and funded so it can work the way it's intended to.

📩 Comment "TRACKER" and we'll send you our FREE Beneficiary Tracker to help you organize your accounts, assets, and estate planning information.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

Many parents tell us their biggest fear isn't what happens to them, it's what happens to their kids. Yet so many familie...
10/05/2026

Many parents tell us their biggest fear isn't what happens to them, it's what happens to their kids. Yet so many families don't have a legal plan in place.

Without an estate plan:

❌ The court may decide who cares for your children
❌ Your wishes may not be clearly documented
❌ Loved ones could face unnecessary stress and uncertainty

The good news? You can take steps today to protect the people you love most.

✅ Name guardians for your children
✅ Create clear instructions for your family
✅ Make sure your wishes are known
✅ Gain peace of mind

As parents, we insure our homes, our cars, and our health. But have you protected the people who matter most?

📩 Comment "PLAN" and one of our estate planning experts will reach out to schedule your FREE consultation.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

💙 Nothing means more to us than hearing from the families we serve.We're incredibly grateful for the kind words and trus...
10/03/2026

💙 Nothing means more to us than hearing from the families we serve.

We're incredibly grateful for the kind words and trust our clients continue to place in The Heritance Lawyers.

From helping families protect what matters most to educating our community through workshops, our mission has always been to make estate planning understandable, approachable, and empowering.

⭐ "Dedicated to helping parents protect their families."
⭐ "Professional, trustworthy, and client-focused."
⭐ "A great place to start planning your trust, power of attorney, and more."

If you've been thinking about creating or updating your estate plan, we'd love to meet you at one of our upcoming October Estate Planning Workshops!

✅ Learn the difference between a will and a trust
✅ Discover ways to help your family avoid probate
✅ Get your estate planning questions answered live
✅ Receive a FREE Estate Planning Guide
✅ Enjoy a complimentary meal
✅ Access exclusive attendee-only discounts

📩 Comment "WORKSHOP" and we'll send you upcoming October workshop dates and registration details.

Thank you to our amazing clients for your reviews, support, and referrals. We are honored to be part of your family's planning journey. 💙

Hey financial planners! 📈 Are you ready to take your client relationships to the next level?We're here to help you provi...
10/02/2026

Hey financial planners! 📈 Are you ready to take your client relationships to the next level?

We're here to help you provide even more value and peace of mind to your clients' financial journeys. 💼✨

Sign up below to receive our {FREE} monthly estate planning content, tailor-made for you to share in your newsletter. From essential tips to informative guides, we've got you covered with valuable resources to support your clients' estate planning needs.

Don't miss out on this opportunity to enhance your service offerings and strengthen your client relationships. Sign up now at https://bit.ly/3WGbVXC and elevate your financial planning game! 🚀💡

Comment “CHECKLIST” and I'll send you the link to register and get a FREE printable for financial professionals

10/02/2026

🚨 This is your sign to schedule that Estate Planning Consultation.

You’ve been meaning to do it.

✅ Protect your children
✅ Avoid unnecessary court involvement
✅ Make things easier for your loved ones
✅ Gain peace of mind

The best time to create a plan was years ago. The second-best time is today.

📞 Comment “CONSULT” below and one of our estate planning experts will reach out to schedule your FREE consultation.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

09/24/2026

🏡 What Should (and Shouldn’t) Be Inside Your Trust?

One of the biggest estate planning mistakes we see is creating a trust... but never properly funding it.

A trust can only control the assets that are actually titled in the name of the trust. 💙

✅ Common assets that may belong in your trust: • Your home and other real estate • Non-retirement investment accounts • Bank accounts (in some cases) • Valuable personal property

⚠️ Assets that are often NOT transferred into a trust: • IRAs and 401(k)s • Life insurance policies • Certain retirement accounts

Instead, these assets usually pass through beneficiary designations.

Think of your trust like a box. If your assets aren’t inside the box, your trust may not be able to help your family avoid probate for those assets. 😬

That’s why creating the trust is only the first step. Proper funding is just as important.

📩 Comment “GUIDE” and we’ll send you our FREE Estate Planning Guide.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

Address

1363 Donlon Street, Suite 8
Ventura, CA
93003

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18055189633

Website

Alerts

Be the first to know and let us send you an email when Estate Planning Mom posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Estate Planning Mom:

Shortcuts

Sponsored

Share

Category